TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Overview Fund Activity

864 hedge funds and large institutions have $28.9B invested in iShares 20+ Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 402 increasing their positions, 232 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+61
Holders Change %
+7.6%
% of All Funds
13.63%
Holding in Top 10
107
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7%
% of All Funds
1.69%
New
153
Increased
402
Reduced
232
Closed
86
Calls
$12.3B
Puts
$4.66B
Net Calls
+$7.66B
Net Calls Change
+$4.64B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$572M
2
Morgan Stanley
Morgan Stanley
New York
+$530M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$501M
4
Citigroup
Citigroup
New York
+$401M
5
UBS Group
UBS Group
Switzerland
+$388M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$435M
2
SWG
Summit Wealth Group
Vermont
-$214M
3
AWM
AE Wealth Management
Kansas
-$111M
4
PP
Prudential plc
United Kingdom
-$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAIMH
601
Central Asset Investments & Management Holdings
Hong Kong
$463K – – –
TA
602
TruWealth Advisors
Louisiana
$462K +$462K +4,492 New
FHB
603
First Hawaiian Bank
Hawaii
$460K +$460K +4,470 New
UAS
604
United Asset Strategies
New York
$460K -$2.99M -29,045 -87%
IPW
605
Invictus Private Wealth
Colorado
$458K +$458K +4,445 New
CAMG
606
CWA Asset Management Group
Florida
$455K -$37.5K -364 -8%
MMA
607
Miracle Mile Advisors
California
$454K -$195K -1,898 -30%
MLA
608
My Legacy Advisors
Oregon
$451K +$34.7K +341 +8%
SFG
609
StrategIQ Financial Group
Indiana
$448K +$448K +4,350 New
CSPIA
610
Cary Street Partners Investment Advisory
Virginia
$443K +$404K +3,926 +1,047%
BHPW
611
Beverly Hills Private Wealth
California
$437K +$437K +4,532 New
FEG
612
Fund Evaluation Group
Ohio
$434K -$8.75K -85 -2%
SOS
613
Silver Oak Securities
Tennessee
$430K -$261K -2,533 -38%
MCC
614
Money Concepts Capital
Florida
$428K -$33.4M -323,799 -99%
T
615
TNF
Montana
$418K -$5.25K -51 -1%
NL
616
NKCFO LLC
Illinois
$412K – – –
I2I
617
Insight 2811 Inc
Illinois
$411K -$180K -1,752 -31%
AWE
618
Avidian Wealth Enterprises
Texas
$409K +$53.2K +517 +15%
PA
619
PFG Advisors
Arizona
$409K -$49.3K -479 -11%
MWM
620
MBE Wealth Management
Wisconsin
$404K +$89.6K +870 +28%
PFO
621
Pathstone Family Office
New Jersey
$404K -$42.6K -414 -10%
KWMG
622
King Wealth Management Group
Florida
$403K -$3.61K -35 -0.9%
MA
623
MCF Advisors
Kentucky
$401K +$401K +3,893 New
TWP
624
Tempus Wealth Planning
California
$397K +$397K +3,852 New
WEG
625
World Equity Group
Illinois
$389K -$1.34M -12,984 -77%
23 24
25
26 27